Civic Intelligence

Napa Employee Assistance Fund

EIN 85-0524763 • 501(c)3 • Melville, NY

Profile

Our mission is to help employees cope with unexpected hardships that place undue financial stress on them and their families.

1305 Walt Whitman RoadMelville, NY 11747

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

9th percentile

-239%

Higher net margin than 9% of similar nonprofits.

NTEE A12 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A12 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-41%

Faster asset growth than 18% of similar nonprofits.

NTEE A12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-53%

Faster revenue growth than 21% of similar nonprofits.

NTEE A12 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,652

Down $39,206 (-41%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$55,652

Down $39,206 (-41%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$16,426

Down $18,387 (-53%) from 2023

Expenses

Up

$55,632

Up $2,624 (+5.0%) from 2023

Net Income

Down

-$39,206

Down $21,011 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $242,961Liabilities 2020: $0Net Assets 2020: $242,9612020Assets 2021: $162,106Liabilities 2021: $0Net Assets 2021: $162,1062021Assets 2022: $113,053Liabilities 2022: $0Net Assets 2022: $113,0532022Assets 2023: $94,858Liabilities 2023: $0Net Assets 2023: $94,8582023Assets 2024: $55,652Net Assets 2024: $55,6522024

Highlighted filing

2024

Assets$55,652
Liabilities-
Net Assets$55,652
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2020: $380,644Expenses 2020: $137,683Net Income 2020: $242,9612020Revenue 2021: $12,550Expenses 2021: $93,405Net Income 2021: -$80,8552021Revenue 2022: $41,976Expenses 2022: $91,029Net Income 2022: -$49,0532022Revenue 2023: $34,813Expenses 2023: $53,008Net Income 2023: -$18,1952023Revenue 2024: $16,426Expenses 2024: $55,632Net Income 2024: -$39,2062024

Highlighted filing

2024

Revenue$16,426
Expenses$55,632
Net Income-$39,206
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,652
Liabilities
-
Net assets
$55,652
Revenue
$16,426
Expenses
$55,632
Net income
-$39,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.16$0.56$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.35$0.53$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.42$0.91$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.93$0.81
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$3.81$1.38$2.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$16,426
Mission and Program Overview

Mission

See schedule ONAPA Employee Assistance Fund's mission is to help employees cope with unexpected hardships that place undue financial stress on them and their families. The fund provides assistance, relief and aid on a non-discriminatory basis to employees (and their immediate family members) of North American Partners in Anesthesia and its affiliates.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
IN 2024, THE FUND PRIMARILY PROVIDED ECONOMIC SUPPORT TO NAPAEMPLOYEES SUFFERING FROM ECONOMIC CHALLENGES ARISING FROM UNEXPECTED PERSONAL HARDSHIPS OR ILLNESSES.$54,509$54,509
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IAN KEARNEYPresident-$0--
KRISTINE MEADEVice President-$0--
STEVE KRAUSTreasurer-$0--
BETH GREENPast President-$0--
JOHN BUGOSPast Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Napa Employee Assistance Fund
EIN
85-0524763
Phone
5369453000
Address
1305 WALT WHITMAN ROAD, MELVILLE, NY 11747

Signing Officer

Name
Diana Raymond
Title
President
Phone
5369453000
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Bacheler & Company Pc
Address
400 S KINGS HWY, CHERRY HILL, NJ 08034
Preparer
William J Bacheler CPA
Phone
8564291835
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Personal unexpected hardship disaster assistance relief; grants; thirteen individuals: , , , ; none, 54509.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL FEES 75.”

Form 990EZ, Part I, Line 16

“Bank service charges 1048.”

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01123
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054509
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05369453000
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ReturnHeader/ReturnTs02025-11-13T07:04:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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